Cloud-based technologies have exploded in popularity in recent years, with customer relationship management (CRM) solutions being some of the most popular cloud software packages.
These platforms offer an astonishing level of flexibility for users, with marketers and sales professionals utilizing the many analytical and reporting functions to strengthen leads and grow business.
Of course, not all CRM software platforms are equal. We look at five of the best.
Specializing in small and midsized businesses, Insightly CRM offers a wide variety of benefits. The software integrates with most popular apps, including Outlook, Google Docs, QuickBooks, Dropbox, and Xero. Users can access Insightly CRM from their office or out on the road with a smartphone or tablet.
The platform features rich analytics and reporting functions, with real-time updates to the dashboard. Look at opportunity reports, the sales pipeline, and even probability analysis. Integrated project management lets you track progress toward goals and commitments.
Salesforce is probably the most recognized cloud-based CRM platform, and it is a popular choice for organizations of any size. Users rely on Salesforce to manage accounts, track leads and determine ROI, conduct campaigns, and automate marketing.
Reporting and analytics are so robust that the average user never unpacks the full capabilities of this software. In response, Salesforce created a platform for users to share apps, called the AppExchange. Users find industry-specific applications and solutions on this network.
Developed by salespeople for salespeople, Pipedrive emphasizes ease of use and simplicity. Its interface is highly visual and mimics the flow of a sales pipeline in its attempt to help focus sales professionals’ attention and efforts in the right place, at the right time.
The app has rich reporting and analytics in addition to marketing solutions. Customers enjoy a wide variety of customization options and can access the app from anywhere. Interested? Pipedrive offers free trial services and three pricing tiers.
Designed for small businesses, Infusionsoft is a sales and marketing software solution. It features excellent lead generation tools, and its CRM functionality helps develop sales leads from initial touch to closed deal.
With Infustionsoft’s marketing automation, users develop email and social media campaigns. If your organization engages in e-commerce, the platform includes tools for automating order fulfillment and developing customer loyalty for repeat business.
Another CRM platform developed with small and midsized businesses in mind, Zoho offers a variety of sales and marketing solutions designed to automate sales and marketing, as well as integrate with popular applications including MS Office, Sharepoint, and Google Docs.
The platform allows users to meet with customers in a variety of mediums with real-time updates no matter where you are. This customizable software solution grows and evolves with you. It also features robust reporting and analytics to help improve sales leads and determine the effectiveness of marketing campaigns.
Technology has made it easier than ever to manage sales channels and measure marketing’s ROI. With so many choices, though, it can be confusing figuring out which is the best for your team. Take the time to research a number of vendors and compare the features and capabilities each one offers. Also, take advantage of the ones offering free trials. This gives you a better idea which features you’ll actually use, and which aren’t important to your business.